"That means NVIDIA is set to add more than $400 billion in market capitalization across just two days. Bears will say this level of gains for a company NVIDIA's size is just froth, but there's a very good reason NVIDIA is soaring in recent days. Yesterday at an event told GTC it served notice to Wall Street that sales could be better than any analyst on the Street is forecasting over the next 18 months."
"The part of this image that's so important is the bar chart that shows '2025-26 Blackwell-Rubin (So Far)' and tops out at $.5T+. What this chart is showing is that NVIDIA has 'visibility' into more than $500 billion in sales by the end of calendar 2026 from its flagship line of GPUs. That's an astounding number because next quarter, Wall Street forecasts $61.2 billion in revenue."
NVIDIA shares rose 4.98% then another 3.5%, pushing the stock past $200 and adding over $400 billion in market capitalization across two days. Jensen Huang presented a slide showing '2025-26 Blackwell-Rubin (So Far)' that indicates visibility into more than $500 billion in GPU sales by the end of calendar 2026. Wall Street currently forecasts $61.2 billion revenue next quarter and $279 billion for the next fiscal year. Analysts debate whether the $500 billion spans five or six quarters, and the CFO will need to clarify. Banks are likely to raise estimates and price targets after absorbing the new data.
Read at 24/7 Wall St.
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